+239.1%
TPR vs ZBH
-30.7%
+269.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.9% | +0.2% | -2.4% |
| 7D | -3.4% | -5.2% | +1.8% | -1.6% |
| 30D | -27.3% | -2.4% | -24.9% | -26.8% |
| 3M | -16.2% | +8.3% | -24.5% | -18.9% |
| 6M | -17.9% | +0.7% | -18.5% | -18.7% |
| YTD | -7.1% | +5.3% | -12.5% | -9.7% |
| 1Y | +13.6% | -9.1% | +22.7% | +15.6% |
| 3Y | +293.7% | -19.7% | +313.4% | +314.8% |
| 5Y | +239.1% | -31.3% | +270.4% | +265.5% |
| All | +239.1% | -30.7% | +269.8% | +265.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ZBH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling